ISHARES TR (HEFA)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
17
Reporting holders
$100.3M
Reported value
0.0%
Calls
0.0%
Puts
-436
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Crumly & Associates Inc. | $31.5M | 678,254 | 5.58% | 12q | +9.6%+$2.7M |
| ACT WEALTH MANAGEMENT, LLC | $24.5M | 528,691 | 7.21% | 8q | +1.9%+$446.7K |
| Farther Finance Advisors, LLC | $13.4M | 289,601 | 0.09% | 16q | +43.8%+$4.1M |
| Avidian Wealth Enterprises, LLC | $10.5M | 225,967 | 0.29% | 16q | +2.6%+$267.2K |
| Delta Wealth Advisors LLC | $7.7M | 165,636 | 5.28% | 11q | +2.6%+$197.8K |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $3.0M | 65,413 | 1.99% | 4q | -1.8%-$54.5K |
| Apella Capital, LLC | $2.6M | 55,141 | 0.03% | 7q | -1.7%-$43.5K |
| Grove Bank & Trust | $2.2M | 47,500 | 0.22% | 29q | HELD |
| Valeo Financial Advisors, LLC | $1.6M | 34,822 | 0.03% | 16q | -7.0%-$121.1K |
| BURKETT FINANCIAL SERVICES, LLC | $1.2M | 25,613 | 0.36% | 12q | -0.8%-$9.0K |
| Wedmont Private Capital | $669.9K | 14,519 | 0.02% | 2q | HELD |
| Balefire, LLC | $617.4K | 13,309 | 0.10% | 6q | -8.7%-$59.0K |
| CYPRESS FINANCIAL PLANNING LLC | $404.5K | 8,720 | 0.11% | 6q | -1.9%-$7.7K |
| Retirement Wealth Solutions LLC | $195.7K | 4,218 | 0.10% | 8q | HELD |
| CoreCap Advisors, LLC | $140.4K | 3,025 | 0.00% | 11q | -6.3%-$9.4K |
| Noble Wealth Management PBC | $34.8K | 750 | 0.02% | 7q | HELD |
| CX Institutional | $18.7K | 403,920 | 0.51% | 9q | +47.3%+$6.0K |
| Trust Co | $2.2K | 48 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 17 | $100.3M | 2,161,227 | 0 | 5 | 7 | 0.0% |
| Q2 2026 | 453 | $6.5B | 139,595,206 | 49 | 123 | 155 | 0.0% |
| Q1 2026 | 433 | $6.1B | 144,144,098 | 41 | 99 | 162 | 0.0% |
| Q4 2025 | 430 | $5.7B | 138,510,904 | 33 | 140 | 144 | 0.0% |
| Q3 2025 | 424 | $5.9B | 148,470,745 | 35 | 128 | 173 | 0.0% |
| Q2 2025 | 457 | $5.7B | 149,797,513 | 42 | 103 | 229 | 0.0% |
| Q1 2025 | 525 | $7.2B | 197,261,499 | 134 | 215 | 83 | 0.0% |
| Q4 2024 | 427 | $5.0B | 143,866,335 | 46 | 143 | 129 | 0.0% |
| Q3 2024 | 394 | $5.1B | 143,118,755 | 52 | 97 | 178 | 0.0% |
| Q2 2024 | 465 | $6.7B | 189,474,398 | 82 | 139 | 179 | 0.0% |
| Q1 2024 | 408 | $6.9B | 197,658,635 | 169 | 138 | 55 | 0.0% |
| Q4 2023 | 261 | $4.0B | 125,973,088 | 37 | 82 | 79 | 0.0% |
| Q3 2023 | 230 | $3.3B | 107,491,681 | 31 | 87 | 54 | 0.0% |
| Q2 2023 | 219 | $3.3B | 105,185,892 | 27 | 76 | 65 | 0.0% |
| Q1 2023 | 213 | $2.9B | 99,444,615 | 29 | 68 | 60 | 0.0% |
| Q4 2022 | 212 | $2.5B | 93,397,265 | 19 | 70 | 61 | 0.0% |
| Q3 2022 | 227 | $2.8B | 94,937,997 | 28 | 68 | 71 | 0.0% |
| Q2 2022 | 230 | $3.1B | 98,159,927 | 44 | 54 | 72 | 0.0% |
| Q1 2022 | 201 | $3.0B | 88,988,728 | 18 | 74 | 52 | 0.0% |
| Q4 2021 | 198 | $2.8B | 80,332,513 | 17 | 62 | 47 | 0.0% |
| Q3 2021 | 178 | $2.5B | 73,986,921 | 18 | 61 | 43 | 0.0% |
| Q2 2021 | 174 | $2.4B | 70,360,942 | 17 | 48 | 54 | 0.0% |
| Q1 2021 | 170 | $2.2B | 66,910,975 | 16 | 47 | 64 | 0.0% |
| Q4 2020 | 167 | $2.0B | 64,982,726 | 11 | 38 | 65 | 0.0% |
| Q3 2020 | 160 | $1.8B | 65,827,497 | 9 | 46 | 67 | 0.0% |
| Q2 2020 | 166 | $2.0B | 70,840,933 | 11 | 36 | 77 | 0.0% |
| Q1 2020 | 179 | $1.8B | 75,543,463 | 13 | 55 | 75 | 0.0% |
| Q4 2019 | 229 | $2.4B | 78,698,059 | 22 | 65 | 71 | 0.0% |
| Q3 2019 | 201 | $2.3B | 77,146,362 | 12 | 61 | 68 | 0.0% |
| Q2 2019 | 202 | $2.3B | 77,299,143 | 16 | 53 | 72 | 0.0% |
| Q1 2019 | 210 | $2.3B | 79,733,070 | 18 | 51 | 81 | 0.0% |
| Q4 2018 | 212 | $2.1B | 82,020,901 | 3 | 1 | 5 | 0.0% |